Explore the source reporting and insights credited to Bertrand Seguin in the collective.
Shows, ideas and places to learn from Bertrand Seguin.
Browse by format. Each card shows the recorded connection.
Apple became the second company to surpass $5tn in market value, having avoided the $700bn-plus AI compute arms race. Days later, it reported Q3 revenue up 16% to $109.4bn: iPhone up 22%, Mac up 29%, China up 22%: though shares fell about 7% on the outlook.
Image: Via the Paid Media Collective newsletter. Original visual creator unverified.Alphabet has raised roughly $85bn in the largest equity offering in history, priced on 2 June, flagged by Bertrand Seguin. The raise includes a $10bn private placement by Berkshire Hathaway and funds Alphabet's planned 2026 capital expenditure of up to around $190bn, the vast majority going to data centres and AI compute.
Image: Via the Paid Media Collective newsletter. Original visual creator unverified.Microsoft has reported Q1 results showing Bing and ad revenues up 12% year-on-year. Total revenue grew 18% to $82.9B, Azure grew 39% in constant currency, and the AI business reached an annualised run rate of $37B, up 123% year-on-year.
Image: Via the Paid Media Collective newsletter. Original visual creator unverified.This is a collection of published credits and official links, not an exhaustive CV or a points total. A guest appearance is different from hosting a show. Community and event links identify the named organiser; they do not imply membership or a speaking appearance.
16 contribution points · 4 credited works · #76 in the Lifetime contribution ranking.
Uncapped points calculated from published source credits. Expertise is not assessed for this editorial profile. These are separate from registered members’ verified scores, lifetime achievement points and levels.
See every credited work and its points →
